UMB Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.8K | Hold |
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|
2025
Q1 | $60.9K | Hold |
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|
2024
Q4 | $67.2K | Hold |
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|
2024
Q3 | $67K | Sell |
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|
2024
Q2 | $93.9K | Sell |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $93.4K | Hold |
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|
2023
Q3 | $81.9K | Hold |
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|
2023
Q2 | $86.6K | Hold |
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|
2023
Q1 | $82.9K | Hold |
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|
2022
Q4 | $80K | Hold |
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|
2022
Q3 | $75K | Sell |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $333K | Buy |
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